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GREGORY S. BRUCE

@First Foundation Advisors

Latest period2024 - Q3ReportedManaged Assets$2.655BTotal holdings355
Assets growth rate1.45%Assets growth rate (2-Q avg)3.08%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in First Foundation Advisors's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 355 positions.

Assets under management

The assets under management (AUM) of First Foundation Advisors over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 2.655B in assets, with a quarterly growth rate of 1.45% and a 2-quarter average growth rate of 3.08%. The portfolio is managed by GREGORY S. BRUCE, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MSFTMicrosoft Corp
Recent Activity
Decreased -1.35%
16.99%
$450.962M
1.048M shares@ $430.31 avg price
IVVIshares Tr
Recent Activity
Increased 1.97%
5.31%
$140.794M
244,087 shares@ $576.83 avg price
MOATVaneck Etf Trust
Recent Activity
Decreased -1.22%
3.88%
$102.912M
1.061M shares@ $96.96 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -7.68%
3.53%
$93.616M
559,940 shares@ $167.2 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
Increased 2.48%
3.24%
$85.976M
1.445M shares@ $59.51 avg price
AAPLApple Inc
Recent Activity
Decreased -2.79%
2.9%
$76.761M
329,448 shares@ $233.0 avg price
IEFAIshares Tr
Recent Activity
Increased 7.08%
2.73%
$72.304M
926,381 shares@ $78.05 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -3.96%
2.61%
$69.238M
371,590 shares@ $186.33 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -5.52%
2.34%
$61.95M
134,598 shares@ $460.26 avg price
GSLCGoldman Sachs Etf Tr
Recent Activity
Increased 0.54%
2.13%
$56.346M
498,900 shares@ $112.95 avg price